Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 651 | $351,846 | 2,684 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 652 | $350,105 | 2,671 | 0.00 | 0.00 | 76 | 2.93 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 653 | $350,105 | 2,671 | 0.00 | 2,671 | +Inf | 03-31-2024 | |
MIRABELLA FINANCIAL SERVICES LLP | COM | 654 | $349,770 | 2,670 | 0.00 | 2,670 | +Inf | 03-31-2024 |